Plan Snapshot
- Plan Sponsor: Washington Dc Convention And Tourism
- Sponsor EIN: 521070609
- Sponsor Address: 901 7TH ST NW FL 4, WASHINGTON, DC, 200014852
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $17.1M | $805,468 | $889,763 |
| 2023 | 131 | $14.1M | $661,559 | $738,554 |
| 2022 | 109 | $11.3M | $524,818 | $592,734 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $76,263 | — | $76,263 |
| KESTRA INVESTMENT SERVICES LLC | OTHER SERVICES | — | $27,640 | $27,640 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — OTHER SERVICES
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,903
- Estimated Expense Ratio: 0.607% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $76,263 | — | $76,263 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |